Dimensions Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roseville, CA. Its latest Form ADV filing, dated March 13, 2026, reports $152M in regulatory assets under management, 2 employees, and 375 accounts.
Assets Under Management
$152M
Employees
2
Offices
--
Total Clients
122
Primary office
ROSEVILLE, CA
915 HIGHLAND POINT DRIVE, STE. 250, ROSEVILLE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.2% of total clients.
Top client categories% of clientsClients
1
HNWI
58.2%
71
2
Individuals
41.8%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 13, 2026
Discretionary79.4%
$121M
79% of total RAUM79.4%
Non-discretionary20.6%
$31M
21% of total RAUM20.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts375
10Y AUM Change+$152M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee61:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.